At a Glance
- Tasks: Lead Canadian investment fund taxation and ensure compliance with tax legislation.
- Company: Join a top North American investment management organization in Toronto.
- Benefits: Competitive salary, career growth, and a dynamic work environment.
- Other info: Collaborate with legal and investment teams while advising on complex fund structures.
- Why this job: Make a significant impact on diverse investment solutions and strategies.
- Qualifications: 5-7 years of investment fund tax experience and a relevant university degree.
The predicted salary is between 98550 - 120450 $ per year.
Lead Canadian investment fund taxation in Toronto, applying strategic oversight, tax governance, and compliance expertise onsite. This permanent role supports diverse investment solutions. Our client is a leading North American investment management organization seeking a Senior Tax Manager specializing in investment funds. You will guide tax compliance, interpret Canadian legislation, and evaluate fund products, investor types, and investment strategies. The role partners with legal, investment, product, management, administrators, and external advisors.
Key Responsibilities:
- Lead compliance for mutual funds, ETFs, and limited partnerships
- Establish tax risk standards, processes, and governance frameworks
- Interpret Canadian tax legislation affecting investment funds
- Evaluate tax implications of products and investment strategies
- Oversee administrators and external tax advisors
Requirements:
- Five to seven years of investment fund tax experience
- Understanding of trusts, partnerships, ETFs, and mutual fund corporations
- University degree in accounting, taxation, or related business discipline
- Strategic tax advice and clear complex-issue communication skills
- Strong risk assessment, decision-making, and relationship-management abilities
Apply investment fund taxation, Canadian legislation, and governance expertise while advising stakeholders across complex fund structures.
Senior Investment Fund Tax Manager in Toronto employer: Robertson & Company Ltd.
Robertson & Company Ltd. is an exceptional employer, offering a dynamic work environment in the heart of the National Capital Region. With a strong commitment to employee growth and development, we provide opportunities for professional advancement while fostering a collaborative culture that values innovation and teamwork. Our focus on meaningful projects within the defence sector ensures that our employees contribute to impactful initiatives, making their work both rewarding and significant.
